07/01/2020
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
07/01/2020
On average, only 69% of client assets are actively managed
07/01/2020
The groundwork has been laid for a rapid recovery, but significant risks remain.
06/30/2020
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Client expectations are changing because the clients themselves are changing.
06/30/2020
Private wealth advisors should be aware of these questions, not only to ensure they have answers prepared, but also as a key to understanding the culture and background of their client.
06/30/2020
The firm has continued to break new ground.
06/30/2020
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
New strategy is designed to capitalise on entire universe of investable opportunities.
06/30/2020
This can very often happen before any kind of financial education has taken place as this is something not typically covered on the National Curriculum.
06/30/2020
Excess cash: To hold or to invest?
06/29/2020
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
The REYL Group recently launched several major initiatives
06/29/2020
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Economic data has generally been better than market expectations.
06/29/2020
GBP have been less extreme so far, as they were mostly already close to or below zero.
06/29/2020
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.